Tortoise Investment Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Tortoise Investment Management’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-457	Closed	-$4.72K	–	957
2025 Q3	$4.72K	Hold	457	–	–	﹤0.01%	707
2025 Q2	$4.52K	Hold	457	–	–	﹤0.01%	670
2025 Q1	$4.7K	Hold	457	–	–	﹤0.01%	641
2024 Q4	$4.66K	Hold	457	–	–	﹤0.01%	697
2024 Q3	$4.95K	Hold	457	–	–	﹤0.01%	689
2024 Q2	$4.73K	Hold	457	–	–	﹤0.01%	695
2024 Q1	$4.78K	Hold	457	–	–	﹤0.01%	682
2023 Q4	$4.65K	Buy	+457	New	+$4.31K	﹤0.01%	638

Other funds holding MMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Tortoise Investment Management's MMU Position: Q4 2025 in Review

Tortoise Investment Management sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2025, closing a stake of 457 shares — an estimated $4.72K sold.

Tortoise Investment Management first reported a position in MMU in Q4 2023 and held it in 8 quarters. The position peaked at $4.95K in Q3 2024. 116 funds tracked by Wall St. Rank hold MMU as of Q4 2025.

Tortoise Investment Management reported no remaining Western Asset Managed Municipals Fund position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 457 Western Asset Managed Municipals Fund shares in Q4 2025, an estimated $4.72K.
Tortoise Investment Management first reported a position in Western Asset Managed Municipals Fund in Q4 2023 and held it in 8 quarters.
Tortoise Investment Management's Western Asset Managed Municipals Fund position peaked at $4.95K in Q3 2024.
116 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.